Reported 233,477 shares, up 17,967 (8.3%) from the prior quarter.
Reported value 4.6%; share count 8.3% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-09-30 | 991619 |
| 2024-12-31 | 1350429 |
| 2025-03-31 | 1578149 |
| 2025-06-30 | 1579181 |
| 2025-09-30 | 1635528 |
| 2025-12-31 | 2846888 |
| 2026-03-31 | 2976834 |
| 2026-06-30 | 3012646 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 235,363 | +1,886 (0.8%) | 0.08% | $3,012,646 | 2026-07-13 | |
| Q1 2026 | Added | 233,477 | +17,967 (8.3%) | 0.07% | $2,976,834 | 2026-04-17 | |
| Q4 2025 | Added | 215,510 | +90,756 (72.7%) | 0.05% | $2,846,888 | 2026-01-13 | |
| Q3 2025 | Added | 124,754 | +3,091 (2.5%) | 0.03% | $1,635,528 | 2025-10-14 | |
| Q2 2025 | Added | 121,663 | +4,590 (3.9%) | 0.03% | $1,579,181 | 2025-07-15 | |
| Q1 2025 | Added | 117,073 | +10,740 (10.1%) | 0.03% | $1,578,149 | 2025-04-21 | |
| Q4 2024 | Added | 106,333 | +31,324 (41.8%) | 0.02% | $1,350,429 | 2025-01-17 | |
| Q3 2024 | New | 75,009 | +75,009 (0.0%) | 0.01% | $991,619 | 2024-10-15 |
Who else reported the position
46 managers reported ANGEL OAK FINL STRATEGIES IN for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | Added | 10,873,638 | +587,904 | 2.81% | $138,639,000 | 19 qtrs |
| Karpus Management Inc | Reduced | 4,697,846 | -453,195 | 1.87% | $59,897,542 | 14 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 1,269,741 | -31,801 | < 0.01% | $16,189,203 | 28 qtrs |
| UBS Group AG | Added | 740,594 | +20,319 | < 0.01% | $9,442,574 | 28 qtrs |
| MORGAN STANLEY | Reduced | 622,896 | -32,679 | < 0.01% | $7,941,927 | 28 qtrs |
| NATIONS FINANCIAL GROUP INC IA ADV | Unchanged | 484,445 | 0 | 0.32% | $6,176,674 | 17 qtrs |
| ROYAL BANK OF CANADA | Reduced | 408,270 | -1,281 | < 0.01% | $5,205,000 | 28 qtrs |
| STIFEL FINANCIAL CORP | Reduced | 371,496 | -46,665 | < 0.01% | $4,736,621 | 21 qtrs |
| Advisors Asset Management Inc | Reduced | 353,662 | -11,464 | 0.08% | $4,509,191 | 6 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 239,403 | -124,551 | < 0.01% | $3,052,386 | 10 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- April 17, 2026
- Filing type
- 13F-HR
- Position type
- CEF
Voting authority reported
- Sole
- 232,679
- Shared
- 0
- None
- 798
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.